With Posh’s advanced and scalable artificial intelligence (AI) solutions for the banking sector, you can optimize customer service call center operations, enhance the customer experience, accelerate business growth while reducing costs, and ensure 24/7 financial services.Request a Demo
Posh’s virtual assistants for financial institutions leverage generative and conversational AI technology to elevate customer satisfaction, increase operational efficiency, and boost ROI.
Discover the benefits of AI in the banking industry:
Employee-assisted generative AI through Knowledge Assistant offers immediate answers for live interactions.
Offers 24/7 service for routine questions.
Eliminates wait times for customer inquiries.
Reduces average handle time.
Accelerate employee onboarding and training times.
Save time for deeper customer engagement and business growth.
Eliminate third-party call centers.
Meet rising call volumes without extra staff.
Utilizing Posh’s tools powered by AI, our financial institution clients have experienced extraordinary success. We’ve helped countless financial institutions:
This comprehensive voice AI banking concierge acts as your virtual assistant, available 24/7 with 0 wait time. Our AI chatbot can greet callers, handle FAQs, provide seamless banking by phone, and, if you’d like, also process transactions and verify caller identities autonomously to prevent fraudulent activity.
When a customer interaction requires live agent assistance, our intelligent routing technology efficiently directs calls to the appropriate destination, equipping agents with essential background information. This configurable solution is tailored to suit your bank's specific needs and customer preferences. Eliminate abandonment and meet rising call volumes.
Frontline staff often face challenging questions without immediate answers, resulting in slow and potentially unsuccessful searches. Accuracy issues arise from inconsistent sources, leading to downstream impacts.
Knowledge Assistant uses generative AI to help you overcome these challenges, enabling frontline staff to efficiently address the vast amount of customer queries they receive, reducing average handle time and ensuring smooth business continuity. This centralized platform grants all employees access to knowledge, democratizing information and eliminating the risk of relying on key individuals.
Discover the power of our AI-driven assistant specialized in the banking sector. Automate your frontline customer service with our AI chatbot, equipped to handle customer inquiries 24/7 with intelligent hand-off to live agents when necessary.
Built on the ability to answer over a thousand customer inquiries, it efficiently addresses questions without human intervention. Our Digital Assistant can live on your website and within online and mobile banking. Customize the chatbot to align perfectly with your brand, review every chat transcript, and harness data insights to continuously improve performance.
"We wanted a partner that would work with us to build our business. We didn’t want a vendor that just handed us something and says ‘this is the way, take it or leave it."
“We chose Posh for their proven track record of streamlining the customer experience and the ability to customize our voice, so our customers have seamless and consistent service no matter the channel. Not to mention, we continue to be impressed by the level of partnership we’ve received from Posh. Throughout the entire process, Posh has felt like an extension of our team.”
“The system is incredibly easy to use. Without having to hire additional people, we serve our customers faster and at all hours. Our self-service solutions have been more successful as our customers now have a guide to take them step-by-step through what they want to do.”
Discover the unique competitive advantages we provide for our banking sector clients:
Posh collaborates continuously with clients to innovate, develop, and improve. With 100+ successful deployments, we offer personalized service, strategic optimization sessions, a lifelong partnership and genuine collaboration. Our level of advocacy and partnership guarantees that our products deliver immediate value to our financial services partners.
Posh offers a user-friendly implementation delivering immediate value. With minimal support, our platform provides out-of-the-box use cases, real-time insights, and allows easy customization of content, flows, and personas.
With 100+ experts in North America, including industry veterans, researchers, and technologists, our team drives AI technology advancement. Posh ensures continuous assistant improvement through ongoing R&D, keeping you at the AI forefront of digital banking innovation.
We prioritize the security and safety of our clients and their financial data, demonstrated through due diligence and up-to-date safety standards. Holding CSA Star Levels 1 and 2 certifications and the SOC 2 type 2 certification highlights our firm commitment to data security and privacy. Learn more about our security, privacy and compliance practices in our Trust Center and how Posh mitigates risk for our banking partners.
Our top-tier platform integrates with core banking, features patented context switching, and offers leading technology for exceptional performance. Posh empowers you with self-help through the Content Studio and Insights, giving full AI assistant ownership and invaluable customer data.
At Posh, we recognize the limitless potential of AI, and we aim to harness that power on behalf of the banking industry. Our AI assistants utilize natural language processing based on real-world banking interactions to deliver seamless customer interactions every time.
Want to learn more about the use of AI and, more specifically, conversational and generative AI in banking? Check out this blog, and here are a few FAQs:
Conversational AI combines the foundations of natural language processing and machine learning to mimic human interactions. This kind of AI model is trained on large data sets with human input, conversations, user queries, and responses to recognize speech or text, understand it, and answer user questions.
Generative artificial intelligence is trained on different data sets to learn to recognize patterns. In a generative AI model, the goal is to produce “new” content based on these predictive patterns and synthesized from the training data.
A large language model (LLM) is typically built using deep learning techniques and neural networks. They are trained with a vast amount of text data to perform a wide range of natural language processing tasks, such as understanding and generating human language text. Due to these capabilities, LLMs enable a conversation with a user in a more “natural” way than older generations of AI technology.